Instructions on Removing WIP Report Entries

Modified on: 2020-08-11 15:35:38 -0400



To remove an entry from the WIP report, you will generate a zero balance Client Invoice for the Item 


Step-by-Step Instructions on Removing WIP Report Entries


DMCloud

  1. Go to Documents and Accounting.

  2. Highlight the Project.

  3. Choose the Client Invoice button.

  4. Select the Item(s) that you want removed from the WIP report and click the Override button for each Item.

  5. On the Override Invoice Price window, click the Override checkbox.  Change all of the amounts, and taxable amounts, if necessary, to 0.00.  Click OK.

  6. The Item Invoice Price is now 0.00, along with the Invoice Balance Due being 0.00.

  7. Click OK to create the Invoice.

  8. Print the Invoice to paper (this is not required).

  9. Choose the top, right X to close the Invoice preview.

  10. Click Accept to process the invoice.


ProCloud

  1. Check to make sure the Item Status is not set to Complete or it will not display on the New Invoice window. To do so open the Project Specifications window and select Show All or Show Complete, right click to adjust the Status.
  2. Go to Client Invoices on the Accounting tab under Accounts Receivable, click Add.
  3. On the New Invoice window, input the Project code to display the Items. 
  4. Check Show All on the New Invoice window.
  5. Use the Tag button on the bottom of this window to narrow your search.
  6. Select the Item that you want removed from the WIP report and click the Override button .
  7. On the Override Invoice Price window, select the Override checkbox. Change all the amounts, and taxable amounts, if necessary, to 0.00. Click OK. 
  8. The Item Invoice Price is now 0.00, along with the Invoice Balance Due being 0.00.
  9. Click OK to generate the the Invoice in your default web browser.
  10. Journal or Post to process the Invoice.


Reprint your WIP report. The Item will now be dropped from the report.  If the Project has multiple Items that need to be removed, simply override the price for ALL of the Items and generate one single, zero balance Invoice for the Project.

   







    


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